We are live on !
Find out more
Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
SC
5301
Steph & Co
Marinette,
Wisconsin
| $173M | +$16.6M | +11% | 7.23% | 61.6% | 304 | 12.5% | 1.4 |
|
| 5302 |
5302
Blackston Financial Advisory Group
The Villages,
Florida
| $173M | – | – | 10.5% | 79.8% | 92 | – | 0 |
|
| 5303 |
KM
5303
Kylin Management
New York
| $173M | +$46.8M | +37% | 14.6% | 126% | 8 | 25% | 1.2 |
|
| 5304 |
5304
Holistic Financial Partners
Indianapolis,
Indiana
| $172M | +$10.3M | +6% | 5.44% | 95.7% | 125 | 20.8% | 1.8 |
|
| 5305 |
5305
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $172M | +$10.3M | +6% | 12.9% | 62.6% | 339 | 71.98% | 1.6 |
|
| 5306 |
5306
Lederer & Associates Investment Counsel
Long Beach,
California
| $172M | +$17.6M | +11% | 10.8% | 92.7% | 89 | 4.49% | 3.9 |
|
| 5307 |
5307
Fortis Advisors
Wayne,
Pennsylvania
| $172M | +$8.61M | +5% | 5.65% | 72.8% | 287 | 13.94% | 1.9 |
|
| 5308 |
5308
Pavion Blue Capital
Newport Beach,
California
| $172M | +$11.3M | +7% | 10% | 87.8% | 93 | 5.38% | 1.6 |
|
| 5309 |
5309
ION Acquisition Corp
Herzliya,
Israel
| $172M | – | – | 12% | – | 5 | – | 0 |
|
| 5310 |
5310
WFA of San Diego
San Diego,
California
| $172M | +$29.1M | +20% | 9.62% | – | 177 | 22.6% | 0.7 |
|
| 5311 |
LFWA
5311
LBJ Family Wealth Advisors
Austin,
Texas
| $172M | +$4.36M | +3% | 5.49% | 64.9% | 23 | 0% | 5.4 |
|
| 5312 |
5312
Brookside Equity Partners
Stamford,
Connecticut
| $172M | -$88.4M | -34% | 29.1% | 87.4% | 7 | 42.86% | 0.8 |
|
| 5313 |
5313
Sittner & Nelson
Eugene,
Oregon
| $172M | +$16.9M | +11% | 11.5% | 88.1% | 454 | 10.13% | 0.9 |
|
| 5314 |
5314
AllSquare Wealth Management
Albany,
New York
| $172M | +$4.39M | +3% | 3.71% | 62.4% | 516 | 6.59% | 3.7 |
|
| 5315 |
5315
Nationwide Asset Management
Columbus,
Ohio
| $172M | -$139M | -45% | 0.4% | 8.56% | 10 | 20% | 1.9 |
|
| 5316 |
5316
FSA Wealth Management
Needham,
Massachusetts
| $172M | +$10.9M | +7% | 7.15% | – | 47 | 8.51% | 1.7 |
|
| 5317 |
5317
Bison Wealth
Atlanta,
Georgia
| $172M | -$47.2M | -22% | 9.23% | 37.4% | 497 | 32.8% | 2.9 |
|
| 5318 |
5318
Capital Wealth Alliance
Scottsdale,
Arizona
| $172M | +$7.09M | +4% | 5.81% | 124% | 156 | 16.03% | 1.2 |
|
| 5319 |
5319
Kensington Investment Counsel
Long Beach,
California
| $172M | – | – | 11.7% | 81.9% | 88 | – | 0.9 |
|
| 5320 |
5320
Safeguard Investment Advisory Group
Corona,
California
| $171M | +$16.8M | +11% | 8.14% | 84.3% | 94 | 7.45% | 0.9 |
|
| 5321 |
5321
Lindenwold Advisors
Reading,
Pennsylvania
| $171M | – | – | 11% | 75% | 128 | – | 0 |
|
| 5322 |
5322
Millrace Asset Group
Berwyn,
Pennsylvania
| $171M | +$11.2M | +7% | 13.4% | 113% | 93 | 33.33% | 1.1 |
|
| 5323 |
5323
Hutner Capital Management
Manchester,
Vermont
| $171M | +$18.5M | +12% | 11.9% | 52.2% | 46 | 2.17% | 4 |
|
| 5324 |
5324
GoodHaven Capital Management
Millburn,
New Jersey
| $171M | +$17.4M | +11% | 13.9% | 80.7% | 29 | 10.34% | 3.4 |
|
| 5325 |
HM
5325
Harvest Management
New York
| $171M | +$24.3M | +17% | 22.9% | 610% | 83 | 74.7% | 0.4 |
|